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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1026
Cannell & Co
New York
$1.28M +$140K +3,000 +13%
BONST
1027
Bank of Nova Scotia Trust
Ontario, Canada
$1.27M +$175K +3,750 +16%
WAM
1028
Wealthspire Advisors (Maryland)
Maryland
$1.27M -$189K -4,038 -13%
FFA
1029
First Foundation Advisors
California
$1.26M +$545K +11,647 +77%
BFEC
1030
Benjamin F. Edwards & Company
Missouri
$1.26M +$245K +5,242 +24%
CTC
1031
Central Trust Company
Missouri
$1.26M -$356K -7,613 -22%
KCP
1032
Kenmare Capital Partners
New York
$1.26M
LIM
1033
Loudon Investment Management
New Hampshire
$1.26M
BPCA
1034
Bank Pictet & Cie (Asia)
Singapore
$1.26M +$282K +6,022 +29%
SIC
1035
SFE Investment Counsel
California
$1.25M -$102K -2,190 -8%
SA
1036
Strategic Advisors
New York
$1.25M -$250K -5,345 -17%
GIM
1037
Guardian Investment Management
California
$1.25M
CCM
1038
Carlson Capital Management
Minnesota
$1.24M +$151K +3,227 +14%
VCM
1039
Violich Capital Management
California
$1.24M -$23.4K -500 -2%
CG
1040
Caprock Group
Idaho
$1.24M -$70.3K -1,503 -5%
EWM
1041
Endurance Wealth Management
Rhode Island
$1.24M -$56.1K -1,200 -4%
IA
1042
IFG Advisory
Georgia
$1.23M -$190K -4,065 -14%
DLA
1043
Douglas Lane & Associates
New York
$1.23M -$390K -8,332 -24%
AI
1044
Accredited Investors
Minnesota
$1.23M -$4.02K -86 -0.3%
MGIA
1045
Moneta Group Investment Advisors
Missouri
$1.23M +$792K +16,928 +187%
ANRIA
1046
American National Registered Investment Advisor
Texas
$1.22M
KA
1047
KLCM Advisors
Wisconsin
$1.22M -$17.7K -378 -1%
FC
1048
Forte Capital
New York
$1.22M +$62.9K +1,345 +6%
ACM
1049
AlphaCrest Capital Management
New York
$1.22M +$485K +10,370 +67%
SWM
1050
Shakespeare Wealth Management
Wisconsin
$1.22M +$1.2M +25,743 New

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.